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Daily tips, tools and blog posts for leaders and their teams. Daily posts since January 2014. The Teams365 blog is brought to you by Jennifer Britton, founder of Potentials Realized, and author of Effective Group Coaching and From One to Many: Best Practices for Team and Group Coaching.

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#TEAMS365 #1789 #FLASHBACKFRIDAY - Year End Retreats

11/23/2018

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​Given our quickly shifting focus to the holidays and year end, I thought it would be appropriate to shift our attention back to a Linked In article I wrote and post I shared this time last year – Teams365 #1389.

This "It’s that time of year for parties, year-end team retreats and other events. Are you maximizing the amount of time and impact of these team events?

Having supported year-end programming for teams and organizations for many years I thought it would be useful to share four focus areas you may want to consider as you start preparing, planning and perhaps facilitating your year-end processes.

Number One — What’s the purpose? If you had to distill down the top two or three takeaways from the retreat process or that off site, what is it? The purpose of our year-end function can impact the structure and activities undertaken in the program.

Is the purpose of your year-end event:
  • to build connection?
  • to share important information?
  • do some goal planning?
  • to build understanding across the silos, that may exist within your organization?
I’d encourage you to think about the top two or three purposes of the upcoming program and link to consideration #2.

Number Two — What is the connection to the business? Think about what is the connection to the business. It’s still very common in today’s world for people to just go through the motions of a traditional annual year end party and /or event. 
Are you really maximizing that investment of bringing people together?
Could you build into that luncheon a half-day session before or after, to do some work with your staff teams to support their development, to help them look at their skills and strengths and styles and also to share with them, you know, and help them connect to the link with your business.
What opportunities do you have already formalized for bringing people together at year-end? What changes or additions do you want to make?

Number Three — Do you want to do it all alone? Many organizations today have a committee and amongst that committee membership, there may be some members who would be very comfortable in facilitating your year-end team or organizational process.
So, think about who might be best equipped to do the work? Is it you, members of that committee or maybe you are interested in bringing in an external facilitator?
One of the things we do, is either we come in and facilitate or develop activities which you can facilitate yourself.
Think about how you might be able to leverage the resources you have and or bring in some special guest speakers or external resources to contribute to the environment that you want to create.

Number Four — How are you going to take this forward? One of the biggest challenges that we see in learning and development today is this continued lack of transferability to the work place.
This was what drew me to focus more on the area of Coaching which places an ongoing emphasis on accountability and transferability to the workplace.
One the things I like to encourage organizations that I partner with to always thinking about is – How will you sustain the conversation? How will you take this forward into your work?
Hopefully any year-end retreat process or year-end meeting will have an action step and a very formalized action planning stage. Remember to build in time in the new year to revisit your commitments and accountabilities.

Here’s a quick recap:
Number One - Think about the purpose. What are the top three or four reasons or things that you want people to take away?
Number Two - What’s the link of the year-end program to the business? Is it just to have fun or something else?
Number Three - As your approaching your year-end processes, is this something you want to do or do you want to bring in a facilitator? A third option perhaps is to have something designed for you, so you can facilitate it yourself.
And finally, Number Four. What are the takeaways? How will people sustain the conversation? When will you check in on your actions and commitments?
I hope that you’re finding these ideas valuable, practical, and of course, implementable."
What are you looking forward to creating for your team in terms of year end planning and reflection?

Take a look at some of the other year end posts here. 

Best,
Jennifer
Jennifer Britton
Potentials Realized | Effective Virtual Conversations |  Coaching Team Leaders  
Join Jennifer for a year-end virtual planning retreat in the PlanDoTrack Series!
Instagram @CoachingBizBuilder 
YouTube – Teams365 Leadership Channel
Email: info@potentialsrealized.com
(416)996-8326
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    Jennifer Britton - Known for her writing and work in the areas of teamwork, leadership, team and group coaching, Jenn is the founder of Potentials Realized, and a former team leader with global organizations including the UN. She is passionate about helping teams and organizations to do their best work. Potentials Realized is a performance improvement company providing training, coaching and facilitation services.

    Visit our on-demand courses for team leaders and team members here.

    All blog posts are Copyright 2014-2019.  Jennifer Britton, All Rights Reserved.


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